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What The Kobeissi Letter has said about semiconductors
The Kobeissi Letter, a markets commentary publication. 5 statements from October 19, 2026 to November 13, 2026, each quoted word for word from the original and checked before publication. Newest first.
- November 13, 2026 · on X
“BREAKING: An internal post urging Nvidia’s, $NVDA, board to reinstate Jensen Huang has drawn over 1,600 comments, with the majority in 'full support' of reinstating him, per WIRED. The post urges the Board of Directors to 'consider employee sentiment' regarding Jensen Huang’s departure from the company.”
Kobeissi Letter Reports Internal Nvidia Push to Reinstate Jensen Huang →
- November 11, 2026 · on X
“Our direct experience with Nvidia, never shared before: 22 months ago, we published the below analysis raising concerns that Nvidia's AI chips were potentially being routed to China through Singapore. Less than 24 hours later, Nvidia's Head of PR contacted us, directly addressing our analysis. Their message to us is included below. At the time, in the previous 3 quarters, $17.4 billion of Nvidia's revenue came from Singapore versus $11.6 billion from China. Furthermore, at the time, the US had ~5,375 data center…”
Kobeissi Letter Details Nvidia China Allegations, CEO Huang's Role →
- October 25, 2026 · on X
“BREAKING: The Memory ETF, $DRAM, has posted -$2.0 billion in outflows so far in October, putting the fund on track for its largest monthly withdrawal since launching on April 2nd. This would also mark its 3rd consecutive monthly outflow, following -$1.6 billion in September and -$400 million in August. Last week alone, $DRAM saw -$105 million in outflows, its 9th consecutive weekly withdrawal. As a result, the fund is down -23% month-to-date, trading near its lowest level since early May. Yet, $DRAM is still up…”
Kobeissi Letter Reports Memory ETF Outflows, Chip Trade Pullback →
- October 24, 2026 · on X
“Semiconductor prices are skyrocketing in the US: Producer prices for semiconductor and other electronic component manufacturing surged +26% YoY in September, their 4th-largest increase on record. This also marks their 6th consecutive YoY increase of at least +25%. Since July 2025, the Producer Price Index for semiconductor and other electronic component manufacturing has risen +31%, to its 2nd-highest level since January 2007. To put this into perspective, the index declined every year from 1994 to 2021. Meanwhi…”
Kobeissi Letter Reports Skyrocketing Semiconductor Prices, AI Driving Inflation →
- October 19, 2026 · on X
“US semiconductor stocks are experiencing massive volatility: The Semiconductor Index, SOX, to S&P 500 ratio is down to 1.45 points, its lowest since April 2026. This ratio has declined -0.46 points, or -24%, from its mid-June peak. Over this period, SOX has fallen -24%, while the S&P 500 has gained +2%. The relative decline is comparable to the one seen following the 2000 Dot-Com Bubble burst. However, the ratio is still up +142% since the 2022 bear market low of 0.60. Meanwhile, SOX has also declined for 8 cons…”
Statements are reported from The Kobeissi Letter’s own public posts and appearances, quoted verbatim, checked against the original before publication, and linked to it. Inclusion is editorial and not an endorsement of any view, product, or asset. Full profile: The Kobeissi Letter. The beat: Semiconductors.